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Tech-Savvy Customer Success VA with HubSpot Experience for Kelly - Looking for a Unicorn!
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Here’s a quick video introducing the job and the client! 



I’m Rhino Julie, and I LOVE building super teams to service our clients' needs.


If you love a challenge, love problem solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!


My promise to you:

I provide a FUN working environment.

We are constantly learning new things.

We are a team who wants to be the best at what we do, which means you have the BEST teammates.

I ALWAYS pay on time.

I treat all of my team members with respect and love.


Client Overview:

Kelly is an amazing entrepreneur, and she is looking for a tech-savvy unicorn who KNOWS HubSpot, and can help manage and optimize the customer journey for their Service Provider and Financial Partner pipelines.


Client Requirements:

  • Must be able to work 7am-3pm Mountain Time (US)
  • Must be able to work 40 hours weekly
  • Must have experience in customer success, sales operations, or CRM-based project management (preferably in a B2B SaaS or service-oriented environment). 
  • Must have proficiency in HubSpot CRM, including workflows, reporting, pipeline management, and integrations.
  • Must have strong communication and organizational skills with a meticulous attention to detail.
  • Must have project management skills 
  • Must have experience supporting cross-functional teams and a comfort level working across Sales, Product, and Customer Experience departments.
  • Must have the ability to analyze and interpret data to drive process improvements and strategic decisions.
  • Must be a self-starter with a mindset for continuous improvement and proactive problem-solving.
  • Must be able to work independently and collaboratively in a fast-paced environment, managing multiple tasks and priorities simultaneously.
  • Must be willing to learn and adapt to new technologies, processes, and procedures.
  • Must be able to develop new processes and operational systems


Software tools used by the client:

  • HubSpot
  • ChatGPT


Responsibilities/Tasks:

Service Provider Pipeline Management:

  • Execute outreach sequences to prospective Service Providers via HubSpot
  • Maintain sales and pipeline hygiene:
  • Update deal stages and documentation
  • Monitor and move prospects through pipeline stages
  • Identify and troubleshoot stalls in info sessions or applications
  • Support the vetting and membership process:
  • Review Service Provider applications and manage follow-up communication
  • Verify licenses/certifications (with guidance and resources)
  • Update vetting SOPs and maintain accurate records
  • Pre-onboarding tasks:
  • Use ChatGPT and application data to create/refine SP profiles
  • Ensure SPs receive login credentials and complete onboarding documentation
  • Transition approved SPs to the Onboarding Engagement Manager.


Financial Partner Success Support

  • Maintain Financial Partner pipeline in collaboration with the Sales Manager
  • Support automation for outreach and engagement efforts
  • Track Financial Partner journey stages and recommend improvements for scalability and retention


Customer Success & Operational Support

  • Serve as a day-to-day contact for customer success inquiries
  • Troubleshoot HubSpot workflows, integrations, and automations
  • Create and maintain internal knowledge base documentation and onboarding resources
  • Identify areas for process improvement and automation.


Metrics & Reporting

  • Own and deliver weekly reporting for the full Service Provider funnel
  • Analyze conversion rates, drop-off points, and operational bottlenecks
  • Provide insights and recommendations for improving the customer journey


Pay and Benefits:

  • Competitive hourly rates
  • Wellness package
  • Squad Breaks (paid time off)
  • Quarterly performance bonuses
  • Holiday and year-end bonuses
  • Annual appraisal


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Our super cool hiring process:


  • We have real people communicating with you and looking at your application!
  • We PAY you to take a Paid Test for the client you're applying for to make sure you like the job and you have the skills for it. 
  • At any time, you can check out the other clients we have and ask to take Paid Tests for them, as well!


Please note that there is a 1-time Profile that you will help us fill out before the Paid Test. This profile will be sent to our clients, along with your Paid Test results. We value you as a person, and we value your time. Once you're in with Rhino Squad, you're IN, and you have lots of job opportunities available to you. So we appreciate your help in preparing your details to present to our clients.


IMPORTANT: Do not book on Rhino Julie's client booking page, this causes our potential clients to be unable to book sales calls with her. We love your enthusiasm, but Rhino Julie's job is to get clients for our virtual assistants to get their dream jobs. Our recruitment teams job is to take care of our applicants and help them match with their dream job. So, please apply here for your dream job and we will invite you for an interview if your qualifications match the job you're interested in. We cannot stress how important it is to leave her calendar open for her client calls.




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